In this Australian Investors Podcast episode, with Owen on holiday in Vietnam, Mitchell Sneddon joins Drew Meredith to discuss:
- US–Iran conflict and what it means for oil prices, inflation and markets
- L1 Capital’s new gold listed investment company
- Hansen Corporation in the news and a look at the billing software providers prospects
- What has had a worse effect on markets to date, the Iran war or the SaaSpocalypse?
- How is Mitchell almost last in the Stock Genius game? Drew reviews his portfolio or AD8, TAH, EDV, DTEC and more.
- Would you invest in defence stocks? We look at the inflows for the major defence ETFs: DTEC, ARMR and DFND
- Are you keen to invest in Drew’s falling knife ETF? Expressions of interest open now!
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